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Artificial Intelligence 28 April 2026 - 29 April 2026

FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy shares climbed $2.75 to $12.69 Wednesday, trading on heavy volume after Bloom Energy raised its 2026 outlook and reported a 130% jump in first-quarter revenue to $751.1 million. Bloom shares surged over 23% after announcing its fuel cells would power Oracle’s planned New Mexico AI data center. FuelCell’s first-quarter revenue rose 61% to $30.5 million, but it posted a $23.7 million net loss.
29 April 2026
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Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

Intel shares surged 10% Wednesday after reports that Google may use Intel’s EMIB chip-packaging technology in its next AI processor. The stock hit $94.03 before settling at $93.23. Intel recently reported first-quarter revenue of $13.6 billion, up 7% year over year. CFO David Zinsner said some gains came from selling previously shelved chips.
29 April 2026
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Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

Alphabet will report first-quarter results after U.S. markets close Wednesday, with an earnings call set for 4:30 p.m. EDT. Shares traded near record highs Tuesday, with GOOG at $351.86 and GOOGL at $354.05. Analysts expect revenue of about $107 billion, up 19%, but see earnings per share falling to $2.63 due to a prior-year investment gain. Investors are focused on Gemini AI and cloud growth amid a planned $175–185 billion capex for 2026.
29 April 2026
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Vertiv Just Bought A Liquid-Cooling Specialist As AI Data Centers Turn Up The Heat

Vertiv Just Bought A Liquid-Cooling Specialist As AI Data Centers Turn Up The Heat

Vertiv Holdings Co acquired Strategic Thermal Labs, a Texas-based liquid-cooling specialist, to boost its AI and high-performance computing data center offerings. Vertiv shares rose 0.6% to $307.00, valuing the company at about $119.9 billion. Deal terms were not disclosed. The move follows a 30% jump in Vertiv’s first-quarter net sales and an increased 2026 earnings forecast.
29 April 2026
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Western Digital Stock Jumps Before Earnings as AI Storage Demand Gets a Seagate Boost

Western Digital Stock Jumps Before Earnings as AI Storage Demand Gets a Seagate Boost

Western Digital shares rose 9.3% to $427.45 Wednesday after Seagate’s quarterly forecast topped estimates and sent storage stocks higher. Seagate shares jumped 16.6%. Seagate projected fourth-quarter revenue of $3.45 billion and non-GAAP earnings of $5 a share. Western Digital will report fiscal third-quarter results after markets close Thursday.
29 April 2026
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Bloom Energy Stock in Focus After Record Q1 Earnings and Oracle AI Power Deal

Bloom Energy Stock in Focus After Record Q1 Earnings and Oracle AI Power Deal

Bloom Energy raised its 2026 revenue forecast to $3.4–$3.8 billion after first-quarter revenue surged 130% to $751.1 million, beating analyst estimates. Net profit reached $70.7 million, reversing a year-ago loss. Oracle and BorderPlex said their New Mexico data center project will use up to 2.45 GW of Bloom fuel-cell capacity. Shares last traded at $226.37, down $8.36 before the market opened.
29 April 2026
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These 5 Penny Tech Stocks Are Back in Focus as AI Jitters Hit Nasdaq

These 5 Penny Tech Stocks Are Back in Focus as AI Jitters Hit Nasdaq

Shares of five U.S.-listed AI penny stocks, including Fabric.AI, Kopin, Blaize, RedCloud, and U-BX Technology, traded below $5 as tech stocks wobbled ahead of major earnings. Fabric.AI announced a $21.5 million private placement and a shift to AI data center infrastructure. Kopin reported a $15 million development order from Fabric.AI. Blaize unveiled a partnership with Nokia and PT Datacomm for AI deployment in Southeast Asia.
29 April 2026
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AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI-related stocks fell Tuesday after a report on OpenAI’s missed targets hit Oracle, CoreWeave, and chipmakers. Nvidia, AMD, and Broadcom dropped between 1.6% and 4.4%, while CoreWeave slid 5.8%. Alphabet, Microsoft, Meta, and Amazon are set to report earnings Wednesday, with about $600 billion in AI spending under scrutiny. Investors are watching for direct revenue tied to chips, cloud, and custom silicon.
29 April 2026
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Top 10 Growth Stocks to Watch in Q2 2026 as AI Spending Faces Its Hardest Test Yet

Top 10 Growth Stocks to Watch in Q2 2026 as AI Spending Faces Its Hardest Test Yet

Microsoft, Alphabet, Amazon, and Meta are set to report earnings Wednesday, with investors watching for signs that heavy AI spending is driving growth. Visa posted a 17% rise in net revenue to $11.2 billion and announced a $20 billion buyback. T-Mobile raised 2026 guidance after service revenue climbed 11%. U.S. stocks fell Tuesday, with the Nasdaq down 0.90% as tech shares slipped.
29 April 2026
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Bloom Energy Stock Jumps as AI Power Demand Drives Q1 Beat and 2026 Guidance Raise

Bloom Energy Stock Jumps as AI Power Demand Drives Q1 Beat and 2026 Guidance Raise

Bloom Energy reported first-quarter revenue of $751.1 million, up 130% from a year earlier, and posted a net profit of $70.7 million after a prior-year loss. The company raised its 2026 revenue forecast to as much as $3.8 billion, citing surging demand from AI data centers. Shares jumped over 13% after results beat Wall Street estimates. Oracle’s new Project Jupiter campus in New Mexico will use Bloom fuel cells for all power needs.
29 April 2026
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Seagate Stock Jumps As AI Storage Demand Sends Forecast Past Wall Street

Seagate Stock Jumps As AI Storage Demand Sends Forecast Past Wall Street

Seagate forecast fiscal Q4 revenue of $3.45 billion, beating Wall Street’s $3.16 billion estimate. Shares jumped about 10% in after-hours trading after closing down 2.8% at $579.03. Fiscal Q3 revenue reached $3.11 billion, with adjusted earnings of $4.10 per share, both above analyst expectations. The company cited strong demand for hard drives used in AI data centers.
28 April 2026
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TSM Stock Drops on AI Worries — Why This Week Is the Bigger Test

TSM Stock Drops on AI Worries — Why This Week Is the Bigger Test

TSM’s U.S.-listed depositary receipts fell 2.9% to $393.07 in afternoon trading Tuesday as chip stocks dropped on concerns over AI spending. The iShares Semiconductor ETF lost 3.1%, with ASML and Nvidia also trading lower. TSMC reported first-quarter revenue of $35.90 billion, up 40.6% from a year earlier. Big Tech earnings reports later this week are expected to impact sentiment.
28 April 2026
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Intel Stock Pulls Back From 26-Year High as AI Spending Worries Hit Chips

Intel Stock Pulls Back From 26-Year High as AI Spending Worries Hit Chips

Intel shares fell 1% to $84.12 Tuesday after earlier dropping to $80.39, pausing a rally fueled by AI-related demand for its CPUs. The stock move followed reports that OpenAI missed user and revenue targets, sending the Philadelphia SE Semiconductor Index down 3.2%. Intel reported first-quarter revenue up 7% to $13.6 billion and forecast second-quarter revenue as high as $14.8 billion.
28 April 2026
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Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Nvidia, AMD, and Broadcom shares fell Tuesday after a Wall Street Journal report said OpenAI missed internal user and revenue targets, raising concerns about future AI spending. Nvidia dropped 0.9%, AMD lost 2.5%, and Broadcom slid 4.1% by mid-afternoon. OpenAI disputed claims of internal disagreement over spending. The selloff came ahead of major tech earnings reports.
28 April 2026
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BigBear.ai Stock Jumps Before Q1 Earnings as BBAI Faces Its First Big 2026 Test

BigBear.ai Stock Jumps Before Q1 Earnings as BBAI Faces Its First Big 2026 Test

BigBear.ai shares rose about 8% Tuesday to $4.03, with trading volume near 50.5 million ahead of first-quarter results due May 5. The company ended 2025 with $462 million in cash and investments after a 19.3% revenue drop and a $293.9 million net loss. Investors are watching the impact of its $250 million Ask Sage acquisition. Shareholders this month approved doubling authorized common shares to 1 billion.
28 April 2026
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SoftBank Group Stock Plunges Nearly 10% as OpenAI Growth Scare Hits Masayoshi Son’s AI Bet

SoftBank Group Stock Plunges Nearly 10% as OpenAI Growth Scare Hits Masayoshi Son’s AI Bet

SoftBank Group shares fell 9.86% to 5,268 yen in Tokyo on Tuesday after reports that OpenAI missed user and revenue targets. The selloff followed news SoftBank had executed the first $10 billion of a planned $30 billion investment in OpenAI. The company also announced new board, dividend, and shareholder-meeting proposals as its stock came under pressure.
28 April 2026
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GitLab Stock Rises After Anthropic Claude Deal as AI Tool Race Heats Up

GitLab Stock Rises After Anthropic Claude Deal as AI Tool Race Heats Up

GitLab announced deeper integration of Anthropic’s Claude models, including Claude Opus 4.7, into its Duo Agent Platform for enterprise customers, maintaining compliance and audit controls. Shares rose 3.2% to $22.14 Tuesday morning. Customers can access Claude through Google Cloud and AWS Bedrock, and use GitLab credits on the Claude Marketplace. The move targets companies seeking AI coding tools with strict policy oversight.
28 April 2026
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AMD Stock Drops Today as OpenAI Worries Hit the AI Chip Trade Before Earnings

AMD Stock Drops Today as OpenAI Worries Hit the AI Chip Trade Before Earnings

AMD shares fell 4.2% to $320.66 Tuesday after a report said OpenAI missed user and revenue targets, raising concerns about future data-center spending. Northland Capital downgraded AMD less than a week before its earnings report. The selloff spread to other AI chip stocks, including Nvidia and Arm Holdings. OpenAI and AMD have a multi-year GPU supply agreement set to begin later in 2026.
28 April 2026
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Stock Market Today

  • UK Consumer Staples Stocks Gain Interest Amid Tax Uncertainty and Stable Demand
    June 25, 2026, 2:18 PM EDT. UK consumer staples stocks attract attention as investors consider tax plans by Andy Burnham targeting wealth, property, and business levies. Companies like Cranswick (LSE:CWK) and Tate & Lyle (LSE:TATE) offer defensive exposure through steady demand for essential food products. Cranswick, with a £3 billion market cap, reported £3 billion sales and £158 million net income but faces concerns over high valuation and borrowing. Tate & Lyle, valued at £2.5 billion, supplies global food ingredients focusing on high-margin specialty solutions. These stocks appeal amid economic pressures on middle earners and firms, but investors must weigh tax risks, governance, and valuation carefully as UK policy discussions evolve.

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